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AutoZone（AZO）与BlueLinx Holdings Inc.（BXC）财务数据对比。点击上方公司名可切换其他公司
AutoZone的季度营收约是BlueLinx Holdings Inc.的5.7倍（$4.3B vs $748.9M），AutoZone净利率更高（11.0% vs 0.2%，领先10.7%），AutoZone同比增速更快（8.1% vs 0.2%），BlueLinx Holdings Inc.自由现金流更多（$52.7M vs $35.6M），过去两年BlueLinx Holdings Inc.的营收复合增速更高（2.5% vs 0.5%）
AutoZone是美国规模最大的汽车售后零部件及配件零售商，1979年正式成立，总部位于田纳西州孟菲斯。目前企业在全美、墨西哥、波多黎各、巴西及美属维尔京群岛共开设7140家门店，为车主及汽修从业人员提供多元齐全的汽车相关配件产品。
BlueLinx Holdings Inc.是美国经营建材与工业产品的批发分销商，总部位于佐治亚州亚特兰大，目前由Shyam Reddy担任公司总裁兼首席执行官，在美国本土相关分销领域开展业务
AZO vs BXC — 直观对比
营收规模更大
AZO
是对方的5.7倍
$748.9M
营收增速更快
AZO
高出7.9%
0.2%
净利率更高
AZO
高出10.7%
0.2%
自由现金流更多
BXC
多$17.0M
$35.6M
两年增速更快
BXC
近两年复合增速
0.5%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $748.9M |
| 净利润 | $468.9M | $1.7M |
| 毛利率 | 52.5% | 14.4% |
| 营业利润率 | 16.3% | 1.3% |
| 净利率 | 11.0% | 0.2% |
| 营收同比 | 8.1% | 0.2% |
| 净利润同比 | -3.9% | -89.7% |
| 每股收益（稀释后） | $27.63 | $0.20 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AZOBXC
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $6.2B | $748.9M | ||
| Q2 25 | $4.5B | $780.1M | ||
| Q1 25 | $4.0B | $709.2M | ||
| Q4 24 | $4.3B | $710.6M | ||
| Q3 24 | $6.2B | $747.3M | ||
| Q2 24 | $4.2B | $768.4M |
净利润AZOBXC
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | — | ||
| Q3 25 | $837.0M | $1.7M | ||
| Q2 25 | $608.4M | $4.3M | ||
| Q1 25 | $487.9M | $2.8M | ||
| Q4 24 | $564.9M | — | ||
| Q3 24 | $902.2M | $16.0M | ||
| Q2 24 | $651.7M | $14.3M |
毛利率AZOBXC
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | — | ||
| Q3 25 | 51.5% | 14.4% | ||
| Q2 25 | 52.7% | 15.3% | ||
| Q1 25 | 53.9% | 15.7% | ||
| Q4 24 | 53.0% | 15.9% | ||
| Q3 24 | 52.5% | 16.8% | ||
| Q2 24 | 53.5% | 15.9% |
营业利润率AZOBXC
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | — | ||
| Q3 25 | 19.2% | 1.3% | ||
| Q2 25 | 19.4% | 1.9% | ||
| Q1 25 | 17.9% | 1.5% | ||
| Q4 24 | 19.7% | 1.7% | ||
| Q3 24 | 20.9% | 3.2% | ||
| Q2 24 | 21.3% | 3.1% |
净利率AZOBXC
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | — | ||
| Q3 25 | 13.4% | 0.2% | ||
| Q2 25 | 13.6% | 0.6% | ||
| Q1 25 | 12.3% | 0.4% | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 14.5% | 2.1% | ||
| Q2 24 | 15.4% | 1.9% |
每股收益（稀释后）AZOBXC
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | — | ||
| Q3 25 | $48.70 | $0.20 | ||
| Q2 25 | $35.36 | $0.54 | ||
| Q1 25 | $28.29 | $0.33 | ||
| Q4 24 | $32.52 | $0.67 | ||
| Q3 24 | $51.42 | $1.87 | ||
| Q2 24 | $36.69 | $1.65 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $285.5M | $429.4M |
| 总债务越低越好 | — | $598.5M |
| 股东权益账面价值 | $-2.9B | $623.0M |
| 总资产 | $20.4B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.96× |
8季度趋势，按日历期对齐
现金及短期投资AZOBXC
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | — | ||
| Q3 25 | $271.8M | $429.4M | ||
| Q2 25 | $268.6M | $386.8M | ||
| Q1 25 | $300.9M | $449.0M | ||
| Q4 24 | $304.0M | $505.6M | ||
| Q3 24 | $298.2M | $526.3M | ||
| Q2 24 | $275.4M | $491.4M |
总债务AZOBXC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $598.5M | ||
| Q2 25 | — | $596.4M | ||
| Q1 25 | — | $596.6M | ||
| Q4 24 | — | $575.1M | ||
| Q3 24 | — | $576.0M | ||
| Q2 24 | — | $574.6M |
股东权益AZOBXC
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | — | ||
| Q3 25 | $-3.4B | $623.0M | ||
| Q2 25 | $-4.0B | $621.3M | ||
| Q1 25 | $-4.5B | $636.1M | ||
| Q4 24 | $-4.7B | $646.4M | ||
| Q3 24 | $-4.7B | $655.6M | ||
| Q2 24 | $-4.8B | $652.3M |
总资产AZOBXC
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | — | ||
| Q3 25 | $19.4B | $1.6B | ||
| Q2 25 | $18.6B | $1.6B | ||
| Q1 25 | $18.1B | $1.6B | ||
| Q4 24 | $17.5B | $1.6B | ||
| Q3 24 | $17.2B | $1.6B | ||
| Q2 24 | $17.1B | $1.6B |
负债/权益比AZOBXC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.96× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | — | 0.89× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.88× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $373.4M | $58.6M |
| 自由现金流经营现金流 - 资本支出 | $35.6M | $52.7M |
| 自由现金流率自由现金流/营收 | 0.8% | 7.0% |
| 资本支出强度资本支出/营收 | 7.9% | 0.8% |
| 现金转化率经营现金流/净利润 | 0.80× | 35.42× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $-25.1M |
8季度趋势，按日历期对齐
经营现金流AZOBXC
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | — | ||
| Q3 25 | $952.8M | $58.6M | ||
| Q2 25 | $769.0M | $-26.8M | ||
| Q1 25 | $583.7M | $-33.9M | ||
| Q4 24 | $811.8M | $18.7M | ||
| Q3 24 | $1.1B | $61.8M | ||
| Q2 24 | $669.5M | $35.8M |
自由现金流AZOBXC
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | — | ||
| Q3 25 | $511.1M | $52.7M | ||
| Q2 25 | $423.1M | $-36.4M | ||
| Q1 25 | $291.0M | $-39.8M | ||
| Q4 24 | $564.8M | $-1.5M | ||
| Q3 24 | $723.5M | $53.8M | ||
| Q2 24 | $434.4M | $29.3M |
自由现金流率AZOBXC
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | — | ||
| Q3 25 | 8.2% | 7.0% | ||
| Q2 25 | 9.5% | -4.7% | ||
| Q1 25 | 7.4% | -5.6% | ||
| Q4 24 | 13.2% | -0.2% | ||
| Q3 24 | 11.7% | 7.2% | ||
| Q2 24 | 10.3% | 3.8% |
资本支出强度AZOBXC
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 7.1% | 0.8% | ||
| Q2 25 | 7.7% | 1.2% | ||
| Q1 25 | 7.4% | 0.8% | ||
| Q4 24 | 5.8% | 2.9% | ||
| Q3 24 | 5.6% | 1.1% | ||
| Q2 24 | 5.6% | 0.8% |
现金转化率AZOBXC
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.14× | 35.42× | ||
| Q2 25 | 1.26× | -6.21× | ||
| Q1 25 | 1.20× | -12.09× | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 1.19× | 3.86× | ||
| Q2 24 | 1.03× | 2.50× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AZO
暂无分部数据
BXC
| Specialty Products | $525.5M | 70% |
| Structural Products | $223.4M | 30% |
